News tagged AI chip at DIGITIMES

NEWS TAGGED AI CHIP

Sunday 25 January 2026

Nvidia's China AI chip share falls to 8% as local rivals ramp up

Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies...

Wednesday 21 January 2026

TSMC capacity crunch signals opportunity for Samsung's advanced nodes

The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked...

Wednesday 21 January 2026

Weekly research roundup: EV market splits and edge AI foundry war

While the global EV market shifts gears into a phase of slower, regionally fragmented growth (15.2%) as subsidies fade, the edge AI chip sector is aggressively evolving. DIGITIMES...

Wednesday 21 January 2026

China's AI industry reshapes as GPUs rise to be core strategic asset

As geopolitical tensions escalate, China's AI industry development is shifting from the application layer to underlying computing power and core chip technologies, with GPU- and AI...

Tuesday 20 January 2026

Strategies and deployment of edge AI chip startups

Introduction

Tuesday 20 January 2026

CviLux gains from AI server power overhaul as HVDC reshapes data center connectors

As the AI chip computing power race intensifies, data center electricity demand is surging, forcing a fundamental redesign of server power architectures. Taiwanese connector maker...

Tuesday 20 January 2026

AI server power architecture upgrade drives structural growth in power connector industry

As AI chip generations advance rapidly, power demands in data and compute centers are driving a fundamental shift in power supply design from single power supply units (PSUs) to system-level...

Monday 19 January 2026

Tesla accelerates AI chip development even with safety and software challenges

Tesla aims to shorten its in-house AI chip design cycle to one generation every nine months, targeting rivals Nvidia and AMD. However, industry analysts highlight automotive safety...

Monday 19 January 2026

OpenAI taps Cerebras for US$10 billion AI chip buildout

OpenAI said it would partner with the artificial intelligence chip maker Cerebras to build 750 megawatts of ultra-low-latency AI computing capacity, a project that will come online...

Monday 19 January 2026

OpenAI and Cerebras reach US$10 billion agreement to reduce Nvidia dependence

OpenAI has reached a multi-year compute procurement agreement worth more than US$10 billion with AI chip startup Cerebras Systems, with the intention to enhance ChatGPT performance...

Monday 19 January 2026

Persistent shortages of advanced glass fiber cloud the AI chip outlook

Demand for AI chips is expected to remain strong in 2026, keeping the spotlight firmly on persistent shortages of high-end glass fiber...

Monday 19 January 2026

Ardentec utilization rate rises through 2025 on chip testing demand from networking, automotive, and storage sectors

Semiconductor testing company Ardentec reported steady utilization growth through 2025, driven by strong chip-testing orders from the networking, automotive, and storage markets. The...

Friday 16 January 2026

Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge

Taiwan's semiconductor test solution providers are poised for strong growth in 2025, driven by rising demand for AI, HPC, and ASICs. With wafer foundries and OSAT providers expanding...

Friday 16 January 2026

Huawei matches Nvidia in China's AI chip market, 2026 power shift in play

Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein...

Thursday 15 January 2026

China takes cautious stance on US H200 chip export, prioritizes local chipmakers

The US government confirmed this week the conditions for exporting the H200 AI chip to China, reportedly including third-party lab testing before shipment to ensure compliance with...

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BIZ FOCUS

Jan 6, 16:39

MSI Unveils Full Lineup of AI Products at CES 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook